U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
395 hedge funds and large institutions have $7.41B invested in U.S. High Relative Profitability Portfolio ETF Class Shares in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 214 increasing their positions, 95 reducing their positions, and 21 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 95
110% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 21
3% more funds holding
Funds holding: 382 → 395 (+13)
1% more funds holding in top 10
Funds holding in top 10: 88 → 89 (+1)
2% more capital invested
Capital invested by funds: $7.26B → $7.41B (+$145M)
2.71% less ownership
Funds ownership: 101.02% → 98.31% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$288M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$81.5M |
| 3 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$30.8M |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$22.9M |
| 5 |
RS
Retirement Solution
Redmond,
Washington
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$110M |
| 2 |
FIS
Fischer Investment Strategies
Westlake Village,
California
|
-$10M |
| 3 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$9.7M |
| 4 |
FH
Financial Harvest
Winter Park,
Florida
|
-$8.44M |
| 5 |
B
BetterWealth
San Jose,
California
|
-$6.72M |
DUHP Hedge Fund Activity: Q1 2025 in Review
395 of the 7,478 institutional investors tracked by Wall St. Rank reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) for Q1 2025, worth a combined $7.41B — up 2% from $7.26B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new DUHP positions and 21 closed out — a net gain of 23 holders — while 214 added to existing stakes and 95 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $288M. The largest seller was Envestnet Asset Management, cutting an estimated $110M.
- 395 institutional investors held U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) as of Q1 2025, up from 382 in Q4 2024.
- Funds reported $7.41B of U.S. High Relative Profitability Portfolio ETF Class Shares stock for Q1 2025, up 2% quarter-over-quarter.
- 44 funds opened new U.S. High Relative Profitability Portfolio ETF Class Shares positions in Q1 2025 and 21 closed out, a net change of +23 holders.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares buyer in Q1 2025 was Focus Partners Wealth, an estimated $288M added.
- The largest U.S. High Relative Profitability Portfolio ETF Class Shares seller in Q1 2025 was Envestnet Asset Management, an estimated $110M sold.
Based on aggregated 13F filings for Q1 2025.